Objective
To achieve favourable returns over the long term whilst also displaying clear impacts. Returns are likely to be volatile and a risk of capital loss over the short to medium periods is high.
Return Objective
CPI + 3.5% over rolling 10 years.
Standard risk measure
Estimated number of negative annual returns over any 20 year period, 3 to less than 4 years
Risk Band and Label
Risk Band 6, High
Target Asset Allocation
75% Growth Assets
25% Defensive Assets
Strategic Asset Allocation
Date established
1 November 2017
Performance
For latest returns and market report, see the Performance section.
Holdings
Download Positive Impact investment holdings disclosure
Note: The Investment Holdings does not represent financial advice nor does it construe advice to buy or sell any particular stock. It is a factual reference of the holdings of MyLife MySuper at a particular point in time.